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Technology Stocks : SEEC, Inc. (SEEC) -- Ignore unavailable to you. Want to Upgrade?

To: ayahuasca who wrote (50)	3/3/1998 2:50:00 AM
From: Joe Pic	Respond to of 1031

Yes and No. Yes, because I don't see much downside since the level of business should continue to grow profitably. No. because this down trend has been around too long and the industry is not supporting Y2K issues with ever increasing PE ratios and perhaps the recent rise of MIFGY explains where the support lies. MIFGY has an agreement with Microsoft. Who is going to participate in post Y2K work, if any exists, and who is going to help the evolution of mainframe current generation code to next generation? I'm also new to SI. This is my opinion and I know it isn't based on anything but my observations of the industry and expressions of others.

To: ayahuasca who wrote (50)	3/3/1998 9:06:00 AM
From: Nanda	Respond to of 1031

Mark, it looks like we are all looking for some positive news. In the meantime at every weakness in price I am buying. I see this stock in 30's very soon.

To: ayahuasca who wrote (50)	3/3/1998 11:26:00 AM
From: Ron Sirch	Read Replies (1) \| Respond to of 1031

Mark - Like everyone who is long SEEC, I am extremely disappointed in the recent price action. I believe it's partly from the fact that the y2k tool providers are out of favor on the Street for the moment and partly because the secondary shares did not end up in strong hands, as originally expected. Someone I respect told me there is no such thing as strong hands in Europe. Looks like he was right again. I have been in touch with everyone I know who is close to the SEEC story. I can find no reason to be anything but extremely optimistic about the future. Sometimes a company's fortunes disconnect from the stock for awhile, and that certainly seems like the case here. Tool provider ACLY just reported revenues up 906%. Supports my theory that the tool providers' growth possibilities are open-ended. High margins also. Growth not tied to manpower! I agree with Nanda's approach. Buy now while the stock is down. No sure things in this life but Nanda doesn't seem to be wrong very often. I also noted your fine post on the TAVA board. I look forward to your contributions there and here. Regards, Ron Sirch